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Retirement Plan Administrator

KB Pension Services

in Remote / Bradenton FL

Do you love retirement plan administration? Have experience working at a TPA servicing Defined Contribution/401k Plans?  Have you used Relius? If you answered yes to these questions KB Pension Services may have just the role for you!

We offer candidates both remote and onsite opportunities located on the sunny west coast of Florida with beautiful beaches and a community rich in the arts. KB Pension Services was founded in 1997 and has both local and remote employees nationwide. Your growth fuels ours. With that in mind, we promote continuing education and internal opportunity for advancement.

Each retirement plan administrator focuses on a book of business where they are responsible for complete administration of a caseload including census and asset reconciliation, contribution allocations, non-discrimination testing, valuation reporting, distributions, Form 5500, and communication. Our teams participate in weekly staff meetings and on-going training.

Our goal is to support our teams to be the best administrator they can be while helping them prepare for their next step, whether that be deepening their knowledge or working towards team leadership.

Why choose KB Pension Services?  We offer a benefits plan that includes one medical option at no cost to employees! We also offer dental, vision, 401(k) plan, flexible spending accounts, life insurance, LTD, and AD&D. 16 days of PTO and 7 paid holidays.

What we’re looking for:

• Minimum 3 years of experience with retirement plan administration in a TPA environment
• Experience using administration software; Relius Administration preferred
• Strong MS Excel skills including vlookup and pivot tables
• Proven reconciliation skills
• Ability to read and understand Plan Documents and investment statements
• Proficient verbal and written communication skills
• Excellent organizational and time management skills

Nice to have:

• ASPPA or NIPA credentials
• College degree

How to Apply

To apply, please email Lori Leutwyler at LLeutwyler@kbgrp.com.

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